Bank of Montreal’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.5M | Buy |
63,731
+18,072
| +40% | +$3.82M | ﹤0.01% | 1037 |
|
|
2026
Q1 | $8.65M | Sell |
45,659
-6,412
| -12% | -$1.27M | ﹤0.01% | 1134 |
|
|
2025
Q4 | $9.27M | Buy |
52,071
+2,390
| +5% | +$408K | ﹤0.01% | 1142 |
|
|
2025
Q3 | $148M | Buy |
49,681
+9,118
| +22% | +$1.54M | 0.06% | 243 |
|
|
2025
Q2 | $7.12M | Sell |
40,563
-9,440
| -19% | -$1.67M | ﹤0.01% | 1113 |
|
|
2025
Q1 | $9.05M | Sell |
50,003
-17,440
| -26% | -$3.47M | ﹤0.01% | 974 |
|
|
2024
Q4 | $14.1M | Sell |
67,443
-34,921
| -34% | -$7.64M | 0.01% | 869 |
|
|
2024
Q3 | $22M | Buy |
102,364
+14,088
| +16% | +$2.84M | 0.01% | 739 |
|
|
2024
Q2 | $18.1M | Buy |
88,276
+16,868
| +24% | +$3.68M | 0.01% | 804 |
|
|
2024
Q1 | $17.5M | Sell |
71,408
-6,363
| -8% | -$1.44M | 0.01% | 778 |
|
|
2023
Q4 | $16.9M | Buy |
77,771
+23,205
| +43% | +$4.68M | 0.01% | 850 |
|
|
2023
Q3 | $11.7M | Buy |
54,566
+5,683
| +12% | +$1.23M | ﹤0.01% | 918 |
|
|
2023
Q2 | $10.6M | Buy |
48,883
+5,348
| +12% | +$1.12M | ﹤0.01% | 990 |
|
|
2023
Q1 | $10.1M | Sell |
43,535
-12,545
| -22% | -$2.85M | ﹤0.01% | 945 |
|
|
2022
Q4 | $12.9M | Buy |
56,080
+11,733
| +26% | +$2.62M | 0.01% | 872 |
|
|
2022
Q3 | $9.03M | Sell |
44,347
-10,518
| -19% | -$2.13M | ﹤0.01% | 1042 |
|
|
2022
Q2 | $10.1M | Buy |
54,865
+5,128
| +10% | +$966K | ﹤0.01% | 1061 |
|
|
2022
Q1 | $9.75M | Sell |
49,737
-8,410
| -14% | -$1.71M | ﹤0.01% | 1156 |
|
|
2021
Q4 | $13.7M | Sell |
58,147
-15,332
| -21% | -$3.48M | 0.01% | 864 |
|
|
2021
Q3 | $15.8M | Sell |
73,479
-37,734
| -34% | -$8.38M | 0.01% | 1053 |
|
|
2021
Q2 | $24.6M | Buy |
111,213
+16,224
| +17% | +$3.59M | 0.01% | 805 |
|
|
2021
Q1 | $20.5M | Buy |
94,989
+27,554
| +41% | +$5.46M | 0.01% | 686 |
|
|
2020
Q4 | $14.1M | Buy |
67,435
+23,684
| +54% | +$4.5M | 0.01% | 856 |
|
|
2020
Q3 | $8.04M | Sell |
43,751
-3,293
| -7% | -$570K | 0.01% | 956 |
|
|
2020
Q2 | $7.39M | Sell |
47,044
-3,627
| -7% | -$554K | 0.01% | 985 |
|
|
2020
Q1 | $6.91M | Sell |
50,671
-14,459
| -22% | -$2.27M | 0.01% | 851 |
|
|
2019
Q4 | $11.2M | Buy |
65,130
+12,552
| +24% | +$2.03M | 0.01% | 925 |
|
|
2019
Q3 | $8.62M | Buy |
52,578
+36,330
| +224% | +$6.03M | 0.01% | 938 |
|
|
2019
Q2 | $2.8M | Sell |
16,248
-4,275
| -21% | -$671K | ﹤0.01% | 1487 |
|
|
2019
Q1 | $3.11M | Sell |
20,523
-370
| -2% | -$52.3K | ﹤0.01% | 1427 |
|
|
2018
Q4 | $2.64M | Sell |
20,893
-16,298
| -44% | -$2.18M | ﹤0.01% | 1390 |
|
|
2018
Q3 | $5.6M | Sell |
37,191
-27,294
| -42% | -$4.07M | ﹤0.01% | 1136 |
|
|
2018
Q2 | $8.8M | Buy |
64,485
+45,105
| +233% | +$6.3M | 0.01% | 944 |
|
|
2018
Q1 | $2.76M | Sell |
19,380
-107
| -0.5% | -$14.9K | ﹤0.01% | 1418 |
|
|
2017
Q4 | $2.57M | Sell |
19,487
-368
| -2% | -$47.4K | ﹤0.01% | 1474 |
|
|
2017
Q3 | $2.41M | Buy |
19,855
+145
| +0.7% | +$16.9K | ﹤0.01% | 1531 |
|
|
2017
Q2 | $2.23M | Buy |
19,710
+3,991
| +25% | +$419K | ﹤0.01% | 1571 |
|
|
2017
Q1 | $1.47M | Sell |
15,719
-550
| -3% | -$50.5K | ﹤0.01% | 1691 |
|
|
2016
Q4 | $1.52M | Buy |
16,269
+632
| +4% | +$57.2K | ﹤0.01% | 1703 |
|
|
2016
Q3 | $1.46M | Buy |
15,637
+372
| +2% | +$33.6K | ﹤0.01% | 1646 |
|
|
2016
Q2 | $1.25M | Buy |
15,265
+4,872
| +47% | +$405K | ﹤0.01% | 1732 |
|
|
2016
Q1 | $861K | Buy |
10,393
+146
| +1% | +$10.9K | ﹤0.01% | 1826 |
|
|
2015
Q4 | $785K | Buy |
10,247
+3,297
| +47% | +$253K | ﹤0.01% | 1816 |
|
|
2015
Q3 | $496K | Sell |
6,950
-3,282
| -32% | -$242K | ﹤0.01% | 1855 |
|
|
2015
Q2 | $804K | Sell |
10,232
-4,215
| -29% | -$326K | ﹤0.01% | 1761 |
|
|
2015
Q1 | $1.09M | Sell |
14,447
-165,779
| -92% | -$12.5M | ﹤0.01% | 1604 |
|
|
2014
Q4 | $14M | Sell |
180,226
-84,872
| -32% | -$6.32M | 0.02% | 633 |
|
|
2014
Q3 | $19.2M | Buy |
265,098
+13,920
| +6% | +$1.07M | 0.02% | 519 |
|
|
2014
Q2 | $20.3M | Buy |
251,178
+78,268
| +45% | +$5.92M | 0.02% | 488 |
|
|
2014
Q1 | $12.6M | Buy |
172,910
+18,444
| +12% | +$1.34M | 0.02% | 572 |
|
|
2013
Q4 | $11.4M | Buy |
154,466
+4,039
| +3% | +$281K | 0.02% | 548 |
|
|
2013
Q3 | $9.81M | Buy |
150,427
+46,862
| +45% | +$2.83M | 0.02% | 524 |
|
|
2013
Q2 | $5.57M | Buy |
+103,565
| New | +$5.52M | 0.01% | 690 |
|
Other funds holding IEX
Bank of Montreal's IEX Position: Q2 2026 in Review
Bank of Montreal increased its IDEX (IEX) stake by 40% in Q2 2026, buying an estimated $3.82M and bringing the position to 63,731 shares worth $14.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1037.
Bank of Montreal first reported a position in IEX in Q2 2013 and has held it in 53 quarters since. The position peaked at $148M in Q3 2025. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Bank of Montreal held 63,731 shares of IDEX worth $14.5M as of Q2 2026.
- Bank of Montreal bought 18,072 IDEX shares in Q2 2026, an estimated $3.82M.
- IDEX made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1037 holding.
- Bank of Montreal first reported a position in IDEX in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's IDEX position peaked at $148M in Q3 2025.
- 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.